DUNLAP & ASSOCIATES, P.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DUNLAP & ASSOCIATES, P.C. RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : DUNLAP & ASSOCIATES, P.C. RETIREMENT PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-05-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-29 | 293178 |
| Net assets as of the end of the plan year | 2025-05-29 | 17783721 |
| Total assets as of the beginning of the plan year | 2025-05-29 | 14819968 |
| Value of plan covered by a fidelity bond | 2025-05-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-29 | 702811 |
| Value of participant loans at end of plan year | 2025-05-29 | 1147 |
| Other expenses paid from plan in this plan year | 2025-05-29 | 0 |
| Other contributions to plan in this plan year | 2025-05-29 | 41981 |
| Other income to plan in this plan year | 2025-05-29 | 2155574 |
| Plan net income in this plan year | 2025-05-29 | 2963753 |
| Net assets as of the end of the plan year | 2025-05-29 | 17783721 |
| Net assets as of the beginning of the plan year | 2025-05-29 | 14819968 |
| Employer contributions to plan in this plan year | 2025-05-29 | 356565 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-29 | 39000 |
| 2024 : DUNLAP & ASSOCIATES, P.C. RETIREMENT PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-02 | 484418 |
| Net assets as of the end of the plan year | 2024-07-02 | 14819968 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 12276438 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 568102 |
| Value of participant loans at end of plan year | 2024-07-02 | 19003 |
| Other expenses paid from plan in this plan year | 2024-07-02 | 0 |
| Other contributions to plan in this plan year | 2024-07-02 | 2868 |
| Other income to plan in this plan year | 2024-07-02 | 2155421 |
| Plan net income in this plan year | 2024-07-02 | 2543530 |
| Net assets as of the end of the plan year | 2024-07-02 | 14819968 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 12276438 |
| Employer contributions to plan in this plan year | 2024-07-02 | 301557 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-02 | 36288 |
| 2022 : DUNLAP & ASSOCIATES, P.C. RETIREMENT PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-12-05 | 804006 |
| Net assets as of the end of the plan year | 2022-12-05 | 8697422 |
| Total assets as of the beginning of the plan year | 2022-12-05 | 7739309 |
| Value of plan covered by a fidelity bond | 2022-12-05 | 500000 |
| Participant contributions to plan in this plan year | 2022-12-05 | 512280 |
| Other income to plan in this plan year | 2022-12-05 | 968771 |
| Plan net income in this plan year | 2022-12-05 | 958113 |
| Net assets as of the end of the plan year | 2022-12-05 | 8697422 |
| Net assets as of the beginning of the plan year | 2022-12-05 | 7739309 |
| Employer contributions to plan in this plan year | 2022-12-05 | 281068 |
| Fees paid to broker by Benefit Provider | 2022-12-05 | 30902 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-12-05 | 375 |
| 2011 : DUNLAP & ASSOCIATES, P.C. RETIREMENT PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-09-30 | $0 |
| Total plan liabilities at end of year | 2011-09-30 | $0 |
| Total plan liabilities at beginning of year | 2011-09-30 | $0 |
| Total income from all sources | 2011-09-30 | $343,172 |
| Expenses. Total of all expenses incurred | 2011-09-30 | $52,475 |
| Benefits paid (including direct rollovers) | 2011-09-30 | $52,475 |
| Total plan assets at end of year | 2011-09-30 | $2,916,235 |
| Total plan assets at beginning of year | 2011-09-30 | $2,625,538 |
| Value of fidelity bond covering the plan | 2011-09-30 | $250,000 |
| Total contributions received or receivable from participants | 2011-09-30 | $167,992 |
| Other income received | 2011-09-30 | $91,589 |
| Net income (gross income less expenses) | 2011-09-30 | $290,697 |
| Net plan assets at end of year (total assets less liabilities) | 2011-09-30 | $2,916,235 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-09-30 | $2,625,538 |
| Assets. Value of participant loans | 2011-09-30 | $1,176 |
| Total contributions received or receivable from employer(s) | 2011-09-30 | $83,591 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-09-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| 2010 : DUNLAP & ASSOCIATES, P.C. RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
